Mr. Lin Wei-Zhi, Executive Vice President, Ji-Pu Industrial Trend Research Institute

nVIDIA, the leader in AI chips, announced on September 18th that it has invested $23.28 per share in Intel's common stock (it was not specified whether this is an issuance of new shares or an acquisition of existing shares). According to the announcement, Intel will focus on building custom x86 architecture CPUs for nVIDIA, and the two companies plan to co-develop multiple generations of custom data centers and PCs to accelerate hyperscale, enterprise, and consumer applications and workloads. nVIDIA also emphasized that the collaboration will focus on leveraging NVLink to seamlessly connect the two organizations, combining its strengths in AI and accelerated computing with Intel's leading edge in AI and accelerated computing. nVIDIA also emphasized that the partnership will focus on utilizing NVLink to seamlessly connect the two organizations, combining its strengths in AI and accelerated computing with Intel's leading CPU technologies and x86 ecosystems to provide customers with more complete, cutting edge solutions.

Looking back at Intel's news in the last half year, from "TSMC is rumored to be asked to take over Intel", "U.S. government invests in Intel" to market rumors of being asked to accelerate the split, and so on. My opinion